Thought leadership

Global Matters: Direct and listed infrastructure - complementary portfolio allocations

Global Matters: Direct and listed infrastructure - complementary portfolio allocations

25 June 2020 - 4D Infrastructure

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Investment Perspectives: Real estate and COVID-19 - the story so far

Investment Perspectives: Real estate and COVID-19 - the story so far

8 June 2020 - Quay Global Investors

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Q&A with Sarah Shaw: airports, emerging markets and ESG

Q&A with Sarah Shaw: airports, emerging markets and ESG

27 May 2020 - 4D Infrastructure

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Video: Global sharemarkets are being uncoupled from the real economy by the pandemic

Video: Global sharemarkets are being uncoupled from the real economy by the pandemic

22 May 2020 - Quay Global Investors

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Investment Perspectives: Explaining the April US equity bounce

Investment Perspectives: Explaining the April US equity bounce

1 May 2020 - Quay Global Investors

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Podcast: portfolio and market update with Chris Bedingfield

Podcast: portfolio and market update with Chris Bedingfield

28 April 2020 - Quay Global Investors

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Video: What's next for markets

Video: What's next for markets

24 April 2020 - Kardinia Capital

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Market & portfolio update

Market & portfolio update

24 April 2020 - Kardinia Capital

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Global Matters: Global listed infrastructure - 'Buy' time looming?

Global Matters: Global listed infrastructure - 'Buy' time looming?

16 April 2020 - 4D Infrastructure

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Trip Insights: United States: North East, Mid West and the South

Trip Insights: United States: North East, Mid West and the South

9 April 2020 - 4D Infrastructure

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Crisis, recession - opportunity?

Crisis, recession - opportunity?

9 April 2020 - Bennelong

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Investment Perspectives: Managing risk in the face of the coronavirus

Investment Perspectives: Managing risk in the face of the coronavirus

6 April 2020 - Quay Global Investors

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The impact of COVID-19 on emerging markets

The impact of COVID-19 on emerging markets

3 April 2020 - 4D Infrastructure

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BAEP update on the current market environment

BAEP update on the current market environment

31 March 2020 - Bennelong Australian Equity Partners

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Global Matters 25: The impact of the oil shock on North American midstream assets

Global Matters 25: The impact of the oil shock on North American midstream assets

26 March 2020 - 4D Infrastructure

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Market crash highlights the value of tail-protection

Market crash highlights the value of tail-protection

24 March 2020 - Wheelhouse Investment Partners

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Quay mid-month update

Quay mid-month update

20 March 2020 - Quay Global Investors

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Kardinia podcast: managing money in a crisis

Kardinia podcast: managing money in a crisis

18 March 2020 - Kardinia Capital

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COVID-19 crisis - the value of income and protection

COVID-19 crisis - the value of income and protection

17 March 2020 - Wheelhouse Investment Partners

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4D update on COVID-19

4D update on COVID-19

11 March 2020 - 4D Infrastructure

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Kardinia update on COVID-19

Kardinia update on COVID-19

11 March 2020 - Kardinia Capital

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